Responsibilities:

Financial Performance

• Ensure billing and collection of fees.

Client Service Management

• Provide exceptional client service ensuring clear communication of services, processes, etc.
• Provide insight and support the development of strategy.
• Accountable for timely completion of client deliverables.

Business Development

• Identify and recommend additional services that would benefit clients and ancillary stakeholders.
• Provide technical support to generate leads, contacts and revenue.
• Identify evolving market requirements and develop solutions.
• Build professional relationships with subject matter experts.
• Share technical expertise to support the firm and clients.

Team Development

• Provide high-level oversight of work performed.
• Promote, comply, and implement firm strategies.
• Coach and mentor a pipeline of compliance professionals.
• Provide feedback on employees with applicable career counselor.

Personal Effectiveness

• Advise and council clients, partners and staff.
• Be a resource in assigned technical areas.
• Develop firm policy of technical work.
• Coordinate with and provide support to technical committees.

Leadership

• Develop ideas and champion solutions.
• Manage the firm’s technical work.
• Ensure skills and knowledge transfer to team members.

Additional roles could include but are not limited to:

• Board and Department initiatives
• Scheduling
• Recruiting
• Career counselor
• Research & development
• Training and education
• Service Line Lead

Qualifications:

Education:

• Bachelor's degree in accounting.
• Certified Public Accountant (CPA) required.

Experience:

• Served as a Manager or similar experience.

Production

• Meet firm standard for chargeable hours, productivity and realization.
• Account Administrator - realization, origination and book managed within firm guidelines.

Skills/Abilities:

• Display consistent ability to share technical expertise, tools and solutions.
• Manage multiple priorities and projects.
• Identify, assess and recommend action to mitigate compliance risks.
• Communicate clearly and display strong interpersonal skills.
• Display a high level of ethics, integrity and professionalism.
• Effectively maintain client relationships.
• Influence project completion through clearly communicated strategy and desired outcome.
• Influence people by providing purpose, direction, and motivation to accomplish goals and improve the firm.
• Adapt to changing priorities.
• Successfully coach and mentor people.
• Provide high quality service ensuring client understands all aspects of engagement.
• Avid learner, curious.
• Aligned self-development to support position responsibilities.